I bring innovation and simplicity to advice
In a service profession that is centred as much on education as delivery, from social media to simple emails, we share links with clients daily. But have you ever stopped to think: Could I be doing …
Continue Reading about The subtle art of hyperlinking like a ninja →
Electronic signatures (or eSignatures) are one of my favourite examples of being able to use process and technology to strike the trifecta of improved client experience, efficiency, and risk …
Everyone wants quick wins, and I’m no different. Even as a long-term thinker, I love a quick win. All else being equal, 15 minutes a day saved now, means more than an hour a week we can invest into …
Continue Reading about My favourite ‘no brainers’ for process improvement →
We've all seen management decisions that serve to make other people miserable. They make wonderful sense on paper, but once things get down to the individual level they don't work. Whilst the causes …
For a lot of people, it’d be easier to borrow $100,000 than it would be to get advice on whether you should borrow $100,000. In 2019, there are very few services that are like financial advice. Advice …
In the second part of this blog post, we’re continuing our look at the file noting process and how it may be reconsidered. The first part, which focused on trying to be smarter with our process is …
Continue Reading about Rethinking the not so humble file note – Part 2 →
